Take advantage of family and caregiving benefits

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

Read more

Wealth planning is different when you’re single

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

Read more

Have you planned for digital assets

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

Read more

Preserving estate assets for your heirs

Treasured assets have been reluctantly sold to cover the tax payable by an estate. Here are four ways you can plan to take care of the tax bill....

Read more

How to pay little or no tax on RESP withdrawals

Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....

Read more

Why you should watch out for phishing, smishing and vishing

In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....

Read more

Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

Read more

Ways to save for a child’s education

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

Read more

Spring clean your beneficiary choices

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

Read more

Meeting multiple goals with a TFSA

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

Read more